Sanchez Wealth Management Group Portfolio Holdings by Sector

Sanchez Wealth Management Group

$309 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JHML IWF SPY DGRW IVV COWZ QQQ MTUM 23 stocks	$298,509 96.62% of portfolio	13	9	2	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP 2 stocks	$1,766 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$1,710 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,692 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$991 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$784 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$610 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$398 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$384 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$367 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$357 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$344 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$307 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$283 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$253 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare EXAS 1 stocks	$210 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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